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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,010 | $154,754-63.8% | $124,206-54.9% | $138,895-59.7% |
| Participation rate | 64.7% | 75.5%-10.8pp | 69.6%-4.9pp | 79.9%-15.2pp |
| Annual return | 15.10% | 709.28%-694.2pp | 515.27%-500.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,585 | $4,446-64.3% | $3,540-55.2% | $4,194-62.2% |
| Participant deferral / active EE | $4,107 | $4,621-11.1% | $3,968+3.5% | $6,396-35.8% |
| Admin fee / account holder | $9,547 | $6,690+42.7% | $5,929+61.0% | $12,562-24.0% |